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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,666 | $65,704-64.0% | $94,229-74.9% | $59,633-60.3% |
| Participation rate | 51.4% | 72.1%-20.7pp | 78.8%-27.3pp | 68.7%-17.2pp |
| Annual return | -3.87% | 5.22%-9.1pp | 10.68%-14.6pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,275 | $2,021-36.9% | $3,587-64.4% | $2,203-42.1% |
| Participant deferral / active EE | $2,680 | $3,143-14.7% | $4,320-38.0% | $3,192-16.0% |
| Admin fee / account holder | $5,320 | $4,265+24.8% | $6,269-15.1% | $4,297+23.8% |